Your company has a reporting page with features that have always been available. They recently added the ability for users to create their own reports. Not everyone uses the reporting tools, but they want to announce the new report creation feature for those who do use it. They will use a ShoutOut for this and only want to show it to users who use the tool. Under the ShoutOut’s engagement tab, which auto-play option would be best?
A. Play according to a rule
B. Auto-play
C. Play once a day
D. Off (activate via a launcher)
Explanation:
The company wants to announce a new report creation feature using a ShoutOut, but only to users who actually use the reporting tool. In WalkMe, this requirement is best handled by using rules (such as page rules, user behavior rules, or custom attributes).
The “Play according to a rule” auto-play option ensures that:
The ShoutOut is displayed only when specific conditions are met
Only relevant users (those who access or use the reporting page/tool) see the announcement
Users who never use reporting tools are not disrupted
This aligns perfectly with targeted, contextual communication—one of WalkMe’s core digital adoption best practices.
❌ Why the other options are incorrect
B. Auto-play
This shows the ShoutOut to all users, regardless of whether they use the reporting tool. It lacks targeting and would annoy irrelevant users.
C. Play once a day
This limits frequency but still does not control audience relevance. Non-reporting users would still see it.
D. Off (activate via a launcher)
This requires users to manually trigger the ShoutOut, which defeats the purpose of proactively announcing a new feature.
References
WalkMe Editor Guide – ShoutOut Engagement & Auto-Play Settings
WalkMe Best Practices – Targeting Content with Rules
There is a new process on your site that is crucial for all employees to complete. Users need to navigate to the time submission page, log their time for the quarter, and submit it in the platform. You have created a Smart Walk-Thru for this process. What should be the Goal?
A. User inputs time into input fields
B. User is on the site and clicks a submit button
C. User navigates to the time submission page
D. User is on the time submission page and clicks the submit button
Explanation:
In WalkMe, a Goal should represent the successful completion of the entire guided process. It is the final, verifiable action that confirms the user has done what you intended.
Let's evaluate each option:
A. User inputs time into input fields:
This is an intermediate step. A Smart Walk-Thru guides the user through inputting time, but the process isn't complete until submission. Setting the goal here would mark the process as successful prematurely.
B. User is on the site and clicks a submit button:
This is too vague and not contextual. "The site" could be anywhere. Which submit button? The goal must be tied to the specific, unique page and action of the crucial process you're guiding.
C. User navigates to the time submission page:
This is the starting point, not the finish line. The goal of your guidance isn't just to arrive at the page; it's to complete the action on that page. This would be better configured as a Segment or a Trigger Condition to launch the Walk-Thru.
D. User is on the time submission page and clicks the submit button:
This is correct. It combines the necessary context ("on the time submission page") with the definitive completion action ("clicks the submit button"). This goal validates that the user has:
Reference:
WalkMe Goal Philosophy: A Goal should be the last actionable step in the process flow. It is the metric for success and is used in Analytics to measure completion rates.
You have a Smart Walk-Thru that begins on the home page, directs the user to a product page where there is a Subscribe button, and continues from there. If the user is already on a product page with a Subscribe button, you want the user to be able to start the Smart Walk-Thru from that page. However, since not all product pages have a Subscribe button, you don’t want the user to be able to start the Smart Walk-Thru on those pages because the Smart Walk-Thru is specifically related to product subscriptions. The URL of the product pages starts with:www.PetShop.com/product-page. Following best practices, which rule(s) would you suggest to use as a Start Point?
A. Element On Screen -> is visible
B. Current URL -> Contains -> /product-page AND Element on screen -> Is Visible
C. Current URL -> is exactly ->www.PetShop.com/product-page
D. Current URL -> Contains -> /product-page/mixed-bird-seeds OR Element on screen -> is Visible
Explanation:
In WalkMe, Start Points allow a Smart Walk-Thru to begin from an intermediate step (here, the product page with the Subscribe button) instead of always restarting from step 1. This enhances user experience by respecting the user's current context.
The scenario requires the Walk-Thru to start only on product pages that have a visible Subscribe button, since the flow depends on it, and not all pages under /product-page include this button.
Option B follows WalkMe's documented best practice: combine a URL rule (to scope to relevant pages) with an Element On Screen → Is Visible rule (to confirm the key element exists). This ensures accuracy, prevents false positives on irrelevant or incomplete product pages, and optimizes performance by avoiding unnecessary evaluations.
Current URL → Contains → /product-page narrows to the product family (e.g., matches /product-page/abc, /product-page/xyz).
AND Element on screen → Is Visible (targeting Subscribe button) filters to only valid subscription pages.
Why others are incorrect:
A. Element On Screen → is visible
Lacks URL scoping → Walk-Thru could incorrectly start on any page where a matching element selector appears (risk of leakage or poor targeting).
C. Current URL → is exactly → www.PetShop.com/product-page
Too strict; real product pages use dynamic paths (e.g., /product-page/item-123). "Exactly" would match almost nothing.
D. Current URL → Contains → /product-page/mixed-bird-seeds OR Element on screen → is Visible
Limits to one specific product OR any page with the button → not scalable, ignores most eligible product pages, and defeats the goal.
References:
WalkMe Help Center: Start Points — "Combine a URL rule with an element visibility rule for better accuracy and performance."
What is the purpose of using the small ghost icon in the WalkMe Editor when customizing an invisible Launcher?
A. To add animations to the Launcher.
B. To adjust the size of the Launcher.
C. To change the Launcher’s shape.
D. To automatically make all colors of the Launcher transparent.
Explanation:
In the WalkMe Editor, the ghost icon serves as a specialized shortcut for creating Invisible Launchers. These Launchers are used to overlay existing UI elements with an invisible "click-zone" to trigger WalkMe content (like a Smart Walk-Thru or a ShoutOut) without altering the visual aesthetic of the underlying application.
Selecting the ghost icon instantly resets the opacity of the Launcher’s background, border, and text to 0%. This is a critical efficiency tool; while a builder could manually adjust the Alpha channel for every color property, the ghost icon ensures that no stray pixels or borders remain visible to the end-user. This is best practice for "transparent hotspots" where the intent is for the user to interact with the native site element while simultaneously activating a WalkMe action.
Why Other Options Are Incorrect
A. To add animations:
Animations (like pulsing or sliding) are configured under the Animation settings within the Interaction tab. The ghost icon specifically handles transparency, which is actually the opposite of visibility-based animations.
B. To adjust the size:
Size is determined by the Width and Height fields in the "Appearance" tab or by manual dragging. A Launcher can be any size regardless of whether it is visible or "ghosted."
C. To change the shape:
The shape of a Launcher is controlled by the Border Radius settings (e.g., 0px for a square, 100px for a circle). The ghost icon does not affect the geometry, only the visibility of the pixels within that geometry.
References
WalkMe Help Center (World Community): Documentation on "Invisible Launchers" and "Launcher Customization" specifies that the transparency shortcut (ghost icon) is the standard method for creating transparent triggers.
When are SmartTip validation rules evaluated?
A. When the user refreshes the page.
B. When the user enters content into a field.
C. When the user enters content into a field and then clicks or tabs outside of the field.
D. When the user clicks into a field.
Explanation:
In WalkMe, SmartTip validation rules are designed to verify that a user has entered correct or expected data into a field. These validation rules are evaluated only after the user finishes entering the data and exits the field—either by clicking elsewhere or by using the Tab key.
This timing ensures that:
Validation does not interrupt the user while typing
Feedback is shown only after input is complete
Users receive clear, actionable guidance at the correct moment
This behavior supports WalkMe’s best practice of non-intrusive, contextual guidance.
❌ Why the other options are incorrect
A. When the user refreshes the page
Validation is tied to field interaction, not page lifecycle events.
B. When the user enters content into a field
Validation does not run continuously while typing, as that would create a disruptive user experience.
D. When the user clicks into a field
Validation checks the entered value, so it cannot be evaluated before the user provides input.
References
WalkMe Documentation – SmartTips and Validation Rules
WalkMe Best Practices – Form Validation and User Guidance
You are building a WalkMe solution to help your users self-serve and prevent common support tickets from being opened repeatedly. You want to add guidance for the top three support tickets to a page on your website and make it stand out for the end user. What is the best solution to allow for quick and easy access?
A. Create a Survey to ask end users about their feedback.
B. Create a Mini Menu of content from the top three support tickets and place it next to the support ticket form.
C. Add it to your list of WalkMe content in the Menu.
D. Create a large ShoutOut to appear in the middle of the page each time the user visits the page.
Explanation:
Let's analyze each option against the stated requirements: "self-serve," "prevent tickets," "add guidance for top three tickets," "make it stand out," and "allow for quick and easy access."
A. Create a Survey:
This is a data collection tool, not a guidance solution. It asks for feedback but does nothing to proactively resolve user issues or provide the answers they need. It fails the core goal of self-service and ticket prevention.
B. Create a Mini Menu next to the support form: This is the best solution.
Contextual & Proactive: Placing it directly next to the support ticket form intercepts users at the exact moment they are about to create a ticket. It offers a self-service alternative.
"Quick and Easy Access": A Mini Menu acts as a persistent, compact table of contents. Users can instantly see the top three topics and click to get the specific guidance they need without searching.
"Make it stand out": A well-designed Mini Menu is visually distinct and can be placed prominently. It stands out without being disruptive.
Effective Deflection: This directly addresses the business goal by providing answers before the user submits the ticket.
C. Add it to your Menu:
While the WalkMe Menu is a central repository for guidance, it is not optimized for this specific use case. It requires the user to:
Know the Menu exists and is open.
Search or browse through potentially many items to find these three.
This creates friction and is not "quick and easy access." It's a passive, not proactive, solution for ticket deflection.
D. Create a large ShoutOut in the middle of the page:
ShoutOuts are for broadcast announcements, not persistent self-help. They are disruptive and would appear to every user on every visit, causing frustration ("pop-up fatigue"). Users will quickly dismiss it, and it fails to provide "easy access" to the specific guidance when needed.
Reference:
Contextual Self-Service: The core principle here is "Right Guidance, Right Place, Right Time." The best digital adoption solutions place help in the user's immediate workflow. The support ticket submission page is a critical deflection point.
Which steps would you take to publish items to Production that you add to the user-facing Menu in the Menu Organizer?
A. Adding items to the user-facing Menu are automatically published to Production.
B. Changing the name of an added item in the Menu Organizer publishes it to Production.
C. Manually publishing the item to Production after adding it to the Menu Organizer and saving it.
D. Adding an item to the user-facing Menu and clicking Save automatically publishes it to Production.
Explanation:
In WalkMe, the Menu Organizer (accessed via WalkMe Console > Menu > Menu Organizer) lets you organize and add items (e.g., Smart Walk-Thrus, Resources, Onboarding Tasks) to the user-facing Menu (desktop/mobile). Changes to the menu structure or added items require explicit publishing to make them visible in environments like Production.
Process:
Drag/add items to tabs (e.g., Help, Tasks) in Menu Organizer.
Arrange/reorganize as needed.
Click Save to persist local changes (structure, order, additions).
Click Publish to push to the selected environment (e.g., Production). You select the environment and confirm; a progress bar and success message appear.
Publishing is manual — not automatic on save or add. This allows testing in Test environment first, then controlled release to Production. Menu Organizer has a dedicated Publish button (alongside Save, Undo, etc.), and items show publish status (e.g., green icon when published to an environment).
Why others are incorrect:
A. Adding items... are automatically published to Production
False — adding does not auto-publish; items remain draft/unpublished until you explicitly publish.
B. Changing the name... publishes it to Production
Renaming is a local edit; it requires Save + separate Publish action.
D. Adding an item... and clicking Save automatically publishes it to Production
Save only stores changes in the organizer; Publish is required for production visibility.
References:
WalkMe Help Center: WalkMe Menu Organizer — Describes Save and Publish buttons; notes "Publish" pushes changes.
What are the key capabilities of WalkMe’s Analytics tools? Note: There are 3 correct answers to this question.
A. Tracking user engagement with on-screen guidance
B. Automatically deleting unused software from the tech stack
C. Preventing users from accessing certain applications
D. Identifying workflow friction points and adoption gaps
E. Providing real-time insights into software usage and process efficiency
Explanation:
WalkMe’s Analytics tools are designed to help organizations understand how users interact with their software and optimize digital adoption. The key capabilities include:
A. Tracking user engagement with on-screen guidance ✅
WalkMe Analytics tracks how users interact with WalkMe elements like SmartTips, ShoutOuts, and Walk-Thrus.
This helps measure effectiveness of guidance and adoption campaigns.
D. Identifying workflow friction points and adoption gaps ✅
Analytics highlight where users struggle or drop off in workflows.
Helps teams identify adoption barriers and optimize processes.
E. Providing real-time insights into software usage and process efficiency ✅
Real-time dashboards and reports give visibility into software usage patterns.
Organizations can monitor process efficiency and engagement metrics.
❌ Why the other options are incorrect
B. Automatically deleting unused software from the tech stack ❌
WalkMe Analytics does not manage software inventory; it only tracks usage and engagement.
C. Preventing users from accessing certain applications ❌
WalkMe cannot restrict application access; it provides guidance and analytics, not security or access control.
References
WalkMe Documentation – Analytics Overview
WalkMe Best Practices – Measuring Adoption and Engagement
You have received some feedback that your end users are having issues completing a Smart Walk-Thru that you built. Where are the best places to analyze where users are having issues? Note: There are 2 correct answers to this question.
A. Look in the WalkMe Player Menu.
B. Look at the Smart Walk-Thru steps in the Editor.
C. Look at the percent of users that played Smart Walk-Thrus.
D. Look at the Smart Walk-Thru step analysis in Insights.
Explanation:
When users struggle with a Smart Walk-Thru, you need granular data on where they drop off and the ability to diagnose technical issues. Only options B and D together provide this complete troubleshooting workflow.
Why D (Insights) is correct:
WalkMe Insights Analytics includes the Smart Walk-Thru Step Analysis report, which shows the completion funnel and drop-off rate for each step. This pinpoints exactly which step causes confusion or failure, meeting the requirement to “analyze where users are having issues.”
Why B (Editor) is correct:
Once the problematic step is identified in Insights, you must inspect it in the Editor. Here you verify element targeting, selector validity, and step visibility—common reasons for Walk-Thru failure. The Editor is the primary tool for fixing issues detected in analytics.
Why A is incorrect:
The WalkMe Player Menu is the end-user interface for launching content; it provides no analytical data on step performance or user difficulties.
Why C is incorrect:
The percentage of users who played a Walk-Thru is a high-level engagement metric in Insights. It indicates usage but does not reveal where in the step sequence users encounter problems.
Reference:
WalkMe Insights documentation on Smart Walk-Thru Funnel Analysis describes step-by-step abandonment tracking.
What is the correct order of operations for determining if WalkMe content should appear on the page?
A. Segmentation > Web page loads > Individual item conditions
B. Web page loads > Segmentation > Individual item conditions
C. Start Points > Web page loads > Segmentation
D. Individual item conditions > Segmentation > Web page loads
Explanation:
WalkMe follows a clear, sequential evaluation process to determine whether content (e.g., Smart Walk-Thrus, Launchers, Resources, SmartTips) should appear on a page. This order ensures efficient loading and prevents unnecessary processing:
1.Web page loads — WalkMe first injects itself (via Snippet or Extension) and begins evaluation only after the page fully loads (or on relevant DOM events for dynamic content). This is the entry point; no content evaluation happens pre-load.
2.Segmentation — Next, WalkMe checks segment rules (global or item-specific). Segments target user groups (e.g., department, role, custom variables) or broad contexts. If a segment condition fails, associated content is skipped entirely — WalkMe does not proceed to load or evaluate individual items in that segment.
3.Individual item conditions — Only if segmentation passes does WalkMe evaluate per-item rules, such as Display Conditions, Start Points (for Smart Walk-Thrus), Element On Screen, URL rules, or visibility triggers. These fine-tune whether the specific item appears (e.g., is the Subscribe button visible? Does the URL match?).
This top-down flow optimizes performance: broad filters (segments) eliminate irrelevant content early, then detailed rules apply only to qualifying cases.
Why others are incorrect:
A. Segmentation > Web page loads > Individual item conditions — Reversed; segmentation cannot run before WalkMe injects on page load.
C. Start Points > Web page loads > Segmentation — Start Points are item-specific conditions (part of step 3), not the first check; they apply after load and segmentation.
D. Individual item conditions > Segmentation > Web page loads — Wrong sequence; individual conditions are evaluated last, and nothing happens pre-load.
References:
SAP Learning: "Creating Efficient Conditions" — WalkMe waits for page load, then checks segments first; if segment fails, content does not load.
You just published WalkMe content from your Editor for the first time. When you refresh your web page, you do not see any of the content. Which of the options could you check? Note: There are 3 correct answers to this question.
A. Confirm WalkMe is deployed to the environment.
B. Investigate whether any Segmentation rules are configured incorrectly.
C. Switch from Build Mode to Play Mode in the Editor.
D. Reinstall the WalkMe Editor on your computer.
E. Confirm that you added categories to the WalkMe Menu.
Explanation:
When content is published but fails to appear on the target website, the issue usually lies in the connection between the Editor, the environment, and the end-user's view.
A. Confirm WalkMe is deployed to the environment:
This is the most common technical hurdle. Even if you hit "Publish," you must ensure the content was sent to the specific environment you are currently viewing (e.g., Test, Sandbox, or Production). If the snippet on the webpage points to "Production" but you only published to "Test," the content will not render.
B. Investigate whether any Segmentation rules are configured incorrectly:
Segmentation acts as a filter. If you have a rule stating "Show only to Admins" or "Show only on URL X," and you are currently logged in as a standard user or on URL Y, WalkMe will intentionally hide the content. This is a "logic" failure rather than a technical one.
C. Switch from Build Mode to Play Mode in the Editor:
Within the WalkMe Editor, Build Mode allows you to see all items for editing purposes, but they may not behave as they would for an end-user. Switching to Play Mode (or using the "Preview" function) refreshes the local cache and allows the Editor to simulate the live user experience, often "forcing" the content to appear for testing.
Why Other Options Are Incorrect
D. Reinstall the WalkMe Editor:
This is an extreme and unnecessary step. If you were able to publish content, the Editor is functioning correctly. The issue of content not appearing on a webpage is a server-side or configuration issue, not a local software installation problem.
E. Confirm that you added categories to the WalkMe Menu:
While categories help organize the Menu, they do not control the visibility of independent elements like ShoutOuts or Launchers. Even if the Menu is empty or lacks categories, other published content should still appear on the screen if triggered correctly.
References
WalkMe Help Center: Troubleshooting Guide for "Content Not Appearing."
WalkMe University: "Publishing and Environments" module, which highlights the importance of matching the Snippet environment to the Publishing destination.
Which is the syntax that you type into the developer console to check your jQuery selectors using WalkMe?
A. WMjquery InsertSelectorHere
B. walkmeJQuery("InsertSelectorHere")
C. jQuery("InsertSelectorHere")
D. wmjQuery("InsertSelectorHere")
Explanation:
In WalkMe, when testing jQuery selectors within the developer console, WalkMe provides its own wrapped version of jQuery called wmjQuery. This ensures compatibility with the WalkMe editor and avoids conflicts with the page’s native jQuery library.
Key points:
wmjQuery("selector") allows you to select and manipulate page elements safely within WalkMe.
Using wmjQuery ensures that your selectors work consistently across different browsers and applications where WalkMe runs.
❌ Why the other options are incorrect
A. WMjquery InsertSelectorHere ❌
This is not valid syntax in WalkMe; WalkMe uses camelCase wmjQuery.
B. walkmeJQuery("InsertSelectorHere") ❌
There is no function named walkmeJQuery in WalkMe.
C. jQuery("InsertSelectorHere") ❌
This is standard jQuery and may conflict with the site’s own jQuery version.
WalkMe provides wmjQuery to ensure safe operation within its environment.
References
WalkMe Documentation – Advanced Developer Tools: Using wmjQuery
WalkMe Best Practices – Selector Testing and Validation in the Console
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